LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)
LPL Financial Holdings (LPLA) recorded quarterly Enterprise Value of -$1.0 billion in Q1 2026, up 1.25% quarter-over-quarter from -$1.0 billion in Q4 2025, and up 16.66% on a YoY basis from -$878.2 million in Q1 2025.
LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026) Analysis & Trends
LPL Financial Holdings' Enterprise Value history runs 18 years deep, the most recent figure standing at -$1.0 billion for Q1 2026.
- In Q1 2026, Enterprise Value rose 16.66% year-over-year to -$1.0 billion; the TTM figure through Mar 2026 stood at -$1.0 billion (up 16.66% YoY), while the FY2025 annual figure was -$1.0 billion, down 7.27% from the prior year.
- Enterprise Value was -$1.0 billion for Q1 2026 at LPL Financial Holdings, up from -$1.0 billion in the prior quarter.
- In the past five years, Enterprise Value ranged from a high of -$465.7 million in Q4 2023 to a low of -$4.2 billion in Q2 2025.
- Historically, Enterprise Value has averaged -$1.2 billion across 5 years, with a median of -$1.0 billion in 2026.
- The sharpest annual moves came in 2023 and 2025: Enterprise Value surged 53.47% in 2023, then tumbled 217.34% in 2025.
- A 5-year view of Enterprise Value shows it stood at -$847.5 million in 2022, then surged by 45.05% to -$465.7 million in 2023, then plunged by 107.67% to -$967.1 million in 2024, then slipped by 7.27% to -$1.0 billion in 2025, then gained by 1.25% to -$1.0 billion in 2026.
- The last three Enterprise Value figures came in at -$1.0 billion (Q1 2026), -$1.0 billion (Q4 2025), and -$1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | -268,003.51 |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | -133.53 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | -937.55 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | -44.98 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | -4.64 Bn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 10.59 Bn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | -1.02 Bn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | -1.25 Bn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | -2.21 Bn |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | -1.52 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -1.02 Bn |
| Dec 31, 2025 | -1.04 Bn |
| Sep 30, 2025 | -1.34 Bn |
| Jun 30, 2025 | -4.19 Bn |
| Mar 31, 2025 | -1.23 Bn |
| Dec 31, 2024 | -967.08 Mn |
| Sep 30, 2024 | -1.47 Bn |
| Jun 30, 2024 | -1.32 Bn |
| Mar 31, 2024 | -1.10 Bn |
| Dec 31, 2023 | -465.67 Mn |
| Sep 30, 2023 | -799.21 Mn |
| Jun 30, 2023 | -761.19 Mn |
| Mar 31, 2023 | -469.79 Mn |
| Dec 31, 2022 | -847.52 Mn |
| Sep 30, 2022 | -1.22 Bn |
| Jun 30, 2022 | -700.40 Mn |
| Mar 31, 2022 | -1.01 Bn |
| Dec 31, 2021 | -495.25 Mn |
| Sep 30, 2021 | -1.01 Bn |
| Jun 30, 2021 | -936.89 Mn |